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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DRS
2151
Deane Retirement Strategies
Louisiana
$1.85M +$1.92M +11,696 New
OC
2152
Optimas Capital
Hong Kong
$1.85M +$1.92M +11,678 New
PPP
2153
Private Portfolio Partners
New Jersey
$1.84M -$90.7K -552 -5%
CI
2154
CX Institutional
Indiana
$1.84M -$4.11K -25 -0.2%
MCM
2155
Mainstay Capital Management
Michigan
$1.84M +$1.91M +11,644 New
SN
2156
Sittner & Nelson
Oregon
$1.84M +$328 +2 +0%
LA
2157
Latitude Advisors
Florida
$1.84M +$73.9K +450 +4%
BA
2158
Bluesphere Advisors
Pennsylvania
$1.84M -$37.4K -228 -2%
KMWM
2159
Keudell/Morrison Wealth Management
Oregon
$1.83M -$112K -683 -6%
BHTS
2160
Bar Harbor Trust Services
Maine
$1.83M -$50.7K -309 -3%
GWA
2161
GGM Wealth Advisors
Maryland
$1.83M -$173K -1,056 -9%
TC
2162
Trust Company
Kansas
$1.83M – – –
CA
2163
Calton & Associates
Florida
$1.82M -$198K -1,204 -7%
MG
2164
Mather Group
Illinois
$1.82M +$607K +3,699 +47%
SI
2165
Saxon Interests
Texas
$1.82M +$1.79M +10,877 New
WCBA
2166
Weaver C. Barksdale & Associates
Tennessee
$1.82M +$1.89M +11,506 New
CWP
2167
Concord Wealth Partners
Virginia
$1.82M +$1.18M +7,169 +166%
PWM
2168
Palumbo Wealth Management
New York
$1.82M +$70.6K +430 +4%
SIA
2169
Strategic Investment Advisors
Michigan
$1.82M +$177K +1,075 +10%
BSAM
2170
Blue Square Asset Management
New York
$1.81M +$13K +79 +0.7%
TIA
2171
Traphagen Investment Advisors
New Jersey
$1.81M +$77.3K +471 +4%
FPCP
2172
Fort Point Capital Partners
California
$1.81M +$90.3K +550 +5%
MFG
2173
Monte Financial Group
Connecticut
$1.81M -$16.4K -100 -0.9%
PIM
2174
Perpetual Investment Management
Australia
$1.8M -$142K -867 -7%
PPG
2175
Peak Planning Group
Colorado
$1.8M +$84.6K +515 +5%
85 86
87
88 89